Eric Breunig is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing and eleven years at Merrill. Outside of his advisory role, he is a co-owner of The R-B Financial Group and serves as a trustee for several family trusts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm combines proprietary research and planning tools with a flexible implementation approach through brokerage or advisory programs.

Niki Condos is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 designation and 24 years of industry experience. She has been with RBC Dain Rauscher since 2004. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Robert Haynes is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework.

Anthony Brown is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including time under its former name Axa Advisors. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and incorporates third-party asset managers and advisory programs in its advice and implementation.

Anthony Avino is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase, PNC Bank, and UPS Store, as well as owning a business called Avino Electric Inc. from 2018 to 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and consulting. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles with registered investment companies and use of advanced technologies such as AI in its research processes.

Melissa Eul is a financial advisor with LPL Financial in Frankfort, IL, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at LPL Financial since 2021 and concurrently at BMO Bank NA since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad network of investment adviser representatives.

Sadys Ford is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, N.A. since 2022. Outside of advisory work, Ford is involved in managing rental property in Bloomingdale, Illinois. Morgan Stanley Wealth Management provides a range of advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, serving clients through tailored planning and advisory programs.

Ashly Knight is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and three years of industry experience. Her career includes roles at Fiducient Advisors and Morgan Services, as well as ongoing involvement with ASC Engineered Solutions and A.J. Dralle, Inc. She also conducts sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by external asset managers and supports account custody and trade execution through Pershing and BNY Mellon Advisors.

Sanel Behlic is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 license and previously worked for Merrill Lynch and Bank of America from 2004 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Jocelin Paredes is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting model portfolios across a broad investable universe.

Michael Martin is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and City National Bank. Martin serves on the boards of Be Brave Buddies, a nonprofit distributing dolls and cards to children with cancer, and the Dan Gibbons Foundation, which works to feed the hungry in DuPage County, Illinois. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers bespoke portfolio management and financial planning services, utilizing a range of in-house and third-party investment solutions tailored to each client’s risk profile.

Timothy Werner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for three years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and provides a range of investment solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Frederick Schoenfeld II is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, TIAA, and AXA Advisors. He is based in Hinsdale, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Michael Kusay is a financial advisor with LPL Financial who holds a Series 63 designation and has 38 years of industry experience. He has been with LPL Financial since 1994 and operates Kusay Financial Services, which provides accounting, bookkeeping, and tax preparation services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Ron Schwartz is a financial advisor with Morgan Stanley in Oak Brook, IL, holding CFP®, Series 63, and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Milta Padilla is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017. Prior to that, she was employed by JPMorgan Chase Bank and JP Morgan Securities LLC for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Manno Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at OSAIC since 2024. Prior to this, he worked for Woodbury Financial Services for 16 years and MSI Financial Services, Inc. for 3 years. Outside of his advisory role, he is involved in The Manno Group, where he provides insurance brokerage and sales services, and he serves as an IT liaison for Independent Advisors Group LLC. OSAIC Wealth serves a broad client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization and provides a range of programs such as financial planning, managed portfolios, and third-party money manager offerings.

Lester Koryczan is a CFP® professional with 40 years of experience in the financial industry. He is currently with OSAIC, having joined in 2023 after a 30-year tenure at FSC Securities Corporation. Koryczan serves as Treasurer and Investment Committee member for the UCP Seguin Foundation, a nonprofit organization. He also owns a CPA practice focused on individual and estate tax returns and operates a business selling fixed annuities and insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments, with capabilities for discretionary and advisor-managed strategies alongside third-party manager selections.

Mark Stevenson is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services INC and LPL Financial. Outside of advising, he streams video games on Twitch as a recreational activity. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

John Karakourtis is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, Wells Fargo, and PNC Bank. Outside of advising, he serves as secretary of a women’s retail clothing store and manages an LLC involved in horse racing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various investment programs, including those implemented by third-party managers.